Author
@BichonFrise_JTC BichonFrise_JTC
grade Cx.com/BichonFrise_JTC ↗
Japanese retail semis perma-bull preaching AI memory/foundry picks-and-shovels conviction
Posts continuous high-conviction long calls and a multi-year
trader score
-0.75
hit rate
35%
mean α
-0.14%
signals 14d
31
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 35% hit rate, -0.14% mean alpha, trader score -0.75. Their last-14d mentions, direction-adjusted, have moved -1.8% since posting (mean over 19 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | ASML | @BichonFrise_JTC | +0.60 | Wants to buy ASML if its valuation becomes cheaper. — States conditional buying intent while praising ASML's demand, growth, technology and monopoly. | -2.2% | tweet ↗ |
| 2026-08-27 | QQQ | @BichonFrise_JTC | +0.35 | Prefers unlevered Nasdaq-100 exposure over a gold-plus-Nasdaq product for long-term holding. | -0.6% | tweet ↗ |
| 2026-08-22 | · | @BichonFrise_JTC | · | Argues yen-funded ownership of low-cost products is safer than leveraged products with hidden US-rate costs. | · | tweet ↗ |
| 2026-08-21 | TSM | @BichonFrise_JTC | +0.60 | Favors buying TSMC through a higher-yielding fractional-share route. — Says TSMC can be bought at a higher yield and with fractional-share support. | -0.3% | tweet ↗ |
| 2026-08-21 | TSM | @BichonFrise_JTC | +0.75 | Argues semiconductor winners will likely outsource leading-edge production to TSMC, making TSM dependable. | -0.3% | tweet ↗ |
| 2026-08-21 | TSM | @BichonFrise_JTC | +0.80 | Buy TSM rather than INTC because TSM leads on growth, profit, and technology. — Explicitly favors buying sector leader TSM over INTC on superior fundamentals. | -0.3% | tweet ↗ |
| 2026-08-21 | INTC | @BichonFrise_JTC | -0.65 | Buy TSM rather than INTC because TSM leads on growth, profit, and technology. — Explicitly favors buying sector leader TSM over INTC on superior fundamentals. | -0.7% | tweet ↗ |
| 2026-08-19 | · | @BichonFrise_JTC | · | Keep buying high-quality stocks for the long term despite cyclical interest rates. — Explicitly advocates continued long-term buying of good stocks while deprioritizing rate cycles. | · | tweet ↗ |
| 2026-08-19 | · | @BichonFrise_JTC | · | Keep buying semiconductors; improving sentiment could produce about 20% upside. — Advocates continued semiconductor buying, citing a 20% index drawdown, EPS growth and potential 20% upside. | · | tweet ↗ |
| 2026-08-18 | TSM | @BichonFrise_JTC | +0.65 | The author reiterates a long-term bullish belief in Nasdaq 100, TSM and Google. | +1.0% | tweet ↗ |
| 2026-08-18 | QQQ | @BichonFrise_JTC | +0.65 | The author reiterates a long-term bullish belief in Nasdaq 100, TSM and Google. | -0.2% | tweet ↗ |
| 2026-08-18 | GOOGL | @BichonFrise_JTC | +0.65 | The author reiterates a long-term bullish belief in Nasdaq 100, TSM and Google. | +0.7% | tweet ↗ |
| 2026-08-17 | TMS | @BichonFrise_JTC | +0.55 | The author calls TMS a reasonable investment opportunity based on a relatively low weekly RSI. | · | tweet ↗ |
| 2026-08-17 | TSM | @BichonFrise_JTC | +0.80 | Says TSM is so attractive that it has grown to roughly 23% of the portfolio. | -3.1% | tweet ↗ |
| 2026-08-16 | TSM | @BichonFrise_JTC | +0.65 | Argues TSMC's unusually heavy investment is a strong demand signal given its historically cautious capacity planning. | -2.1% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.